ASHLEY WHEELIS
Nashville,TN
Summary
Dynamic Operations Manager with a proven track record at Pathward, adept in KPI development and enhancing team performance. Spearheaded strategic initiatives, reducing costs by optimizing workflows. Expert in analytical problem-solving and proactive leadership, significantly improving operational efficiency and client satisfaction.
Overview
10
10
years of professional experience
Work History
Operations Manager
Pathward
Franklin, Tennessee
12.2020 - Current
- Oversee day-to-day operations for the commercial finance department, ensuring efficiency and compliance with regulatory standards.
- Manage and lead a team of 25 to achieve departmental goals, and deliver exceptional service.
- Implemented strategic process changes that allowed for the reorganization and reduction in headcount while maintaining operational excellence
- Collaborate with senior leadership to align operational strategies with organizational objectives.
- Monitor and analyze performance metrics, making data-driven decisions to improve processes and outcomes
Technical Specialist
Pathward
Franklin, Tennessee
11.2018 - 12.2020
- Helped to resolve issues affecting daily operations, minimizing downtime and maintaining high productivity
- Streamlined operational workflows by identifying inefficiencies and recommending technical solutions to enhance process automation
- Partnered with cross-functional teams to support system upgrades, training initiatives, and rollout of new operational tools
Client Analyst SR.
Pathward
Franklin, Tennessee
02.2015 - 11.2018
- Managed Factoring and ABL portfolio of clients, ensuring satisfaction and alignment with policy and procedures
- Handled daily funding requests, accurately processing transactions and maintaining compliance with internal policies and regulations
- Served as primary day-to-day contact for clients, resolving inquiries and providing support on their accounts
- Analyzed client collateral to recommend funding solutions and support decision making processes
- Prepared reports on client performance and portfolio metrics to leadership
Education
Bachelor of Science - Marketing Management
Missouri State University
Springfield, Missouri01.2011
Skills
- KPI development and Monitoring
- Analytical thinking and problem-solving
- Initiative and proactive leadership
- Vendor and third-party collaboration
- Team Development and Training
- Process optimization and Efficiency improvements
- Workforce Planning and Headcount Reduction
- Technology Integration and Automation
Timeline
Operations Manager
Pathward
12.2020 - Current
Technical Specialist
Pathward
11.2018 - 12.2020
Client Analyst SR.
Pathward
02.2015 - 11.2018
Bachelor of Science - Marketing Management
Missouri State University
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